HFM

Hartford Financial Management Portfolio holdings

AUM $378M
1-Year Est. Return 16.92%
This Quarter Est. Return
1 Year Est. Return
+16.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$484M
AUM Growth
-$3.84M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
380
New
Increased
Reduced
Closed

Top Buys

1
+$2.67M
2
+$1.52M
3
+$1.03M
4
PH icon
Parker-Hannifin
PH
+$884K
5
DDEC icon
FT Vest US Equity Deep Buffer ETF December
DDEC
+$316K

Top Sells

1
+$1.4M
2
+$963K
3
+$787K
4
PAAA icon
PGIM AAA CLO ETF
PAAA
+$325K
5
JGRO icon
JPMorgan Active Growth ETF
JGRO
+$211K

Sector Composition

1 Technology 16.05%
2 Industrials 15.66%
3 Healthcare 9.24%
4 Consumer Staples 8.95%
5 Financials 7.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$2.5K ﹤0.01%
98
327
$2.45K ﹤0.01%
500
328
$2.4K ﹤0.01%
55
329
$2.4K ﹤0.01%
29
330
$2.36K ﹤0.01%
2
331
$2.23K ﹤0.01%
114
332
$2.2K ﹤0.01%
6
333
$2.18K ﹤0.01%
55
334
$2.17K ﹤0.01%
30
335
$2.12K ﹤0.01%
35
336
$2.12K ﹤0.01%
19
337
$1.98K ﹤0.01%
28
338
$1.98K ﹤0.01%
5,000
339
$1.84K ﹤0.01%
49
340
$1.78K ﹤0.01%
50
341
$1.69K ﹤0.01%
31
342
$1.58K ﹤0.01%
29
343
$1.52K ﹤0.01%
100
344
$1.23K ﹤0.01%
55
345
$1.18K ﹤0.01%
18
346
$908 ﹤0.01%
75
347
$899 ﹤0.01%
+65
348
$738 ﹤0.01%
10
349
$627 ﹤0.01%
415
-8,000
350
$533 ﹤0.01%
60
12 13
14
15 16